JAMES FREDERICK KAREL is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with KAREL CAPITAL INC, PETERSON INVESTMENT MANAGEMENT INC.
| Firm | From | To | Current |
|---|---|---|---|
| PETERSON INVESTMENT MANAGEMENT INC | 2020-11-23 | present | Yes |
| SILICON VALLEY WEALTH ADVISORS, LLC | 2016-07-18 | 2018-11-07 | — |
| SILICON VALLEY WEALTH ADVISORS, LLC | 2013-12-23 | 2016-07-06 | — |
| KAREL CAPITAL INC | 2012-06-07 | present | Yes |
| KAREL CAPITAL INC | 2006-04-04 | 2006-12-31 | — |